1,827 Client Strategy jobs in the United States

**Specialty/Competency:** IFS - Clients & Markets
**Industry/Sector:** Not Applicable
**Time Type:** Full time
**Travel Requirements:** Up to 20%
At PwC, our people in brand management, marketing and sales focus on collaboration to develop and execute strategic sales and marketing initiatives. These individuals focus on driving revenue growth, promoting the Firm's services, enhancing brand visibility, and capturing new business opportunities. They utilise market research, digital marketing, creative campaigns, and effective sales strategies to engage clients, enhance the firm's brand and market presence, and achieve organisational targets.
Those in client and account management at PwC will focus on building and maintaining strong relationships with clients, confirming their needs are met, and providing exceptional service. Your work will involve understanding client goals, managing accounts, and utilising effective strategies to build trust and loyalty. Working in this area, you will play a crucial role in driving business growth and maintaining a positive reputation for the organisation.
Enhancing your leadership style, you motivate, develop and inspire others to deliver quality. You are responsible for coaching, leveraging team member's unique strengths, and managing performance to deliver on client expectations. With your growing knowledge of how business works, you play an important role in identifying opportunities that contribute to the success of our Firm. You are expected to lead with integrity and authenticity, articulating our purpose and values in a meaningful way. You embrace technology and innovation to enhance your delivery and encourage others to do the same.
Examples of the skills, knowledge, and experiences you need to lead and deliver value at this level include but are not limited to:
+ Analyse and identify the linkages and interactions between the component parts of an entire system.
+ Take ownership of projects, ensuring their successful planning, budgeting, execution, and completion.
+ Partner with team leadership to ensure collective ownership of quality, timelines, and deliverables.
+ Develop skills outside your comfort zone, and encourage others to do the same.
+ Effectively mentor others.
+ Use the review of work as an opportunity to deepen the expertise of team members.
+ Address conflicts or issues, engaging in difficult conversations with clients, team members and other stakeholders, escalating where appropriate.
+ Uphold and reinforce professional and technical standards (e.g. refer to specific PwC tax and audit guidance), the Firm's code of conduct, and independence requirements.
**The Opportunity**
As part of the Sales team you are responsible for driving internal account management efforts for sales-related activities on priority accounts. As a Manager you are expected to lead teams and manage client accounts, focusing on strategic planning and mentoring junior staff. You are accountable for project success and maintaining rigorous standards. Enhancing your leadership style, you motivate, develop and inspire others to deliver quality. You are responsible for coaching, leveraging team member's unique strengths, and managing performance to meet client expectations. With your growing knowledge of how business works, you play an important role in identifying opportunities that contribute to the success of our Firm. You are expected to lead with integrity and authenticity, articulating our purpose and core principles in a meaningful way. You embrace technology and innovation to enhance your delivery and encourage others to do the same. Additionally, you collaborate with an extended team of PwC partners, representing different service areas, as well as a Client Relationship Executive to drive business development and relationship-building efforts.
**Responsibilities**
- Drive internal account management for priority accounts
- Lead and manage client accounts with strategic planning
- Mentor and develop junior staff to enhance their skills
- Oversee project success and uphold rigorous standards
- Inspire and motivate teams to deliver quality work
- Leverage team strengths to meet client expectations
- Identify opportunities that contribute to the firm's success
- Embrace technology and innovation to improve delivery
**What You Must Have**
- High School Diploma
- 4 years of experience
**What Sets You Apart**
- Bachelor's Degree preferred
- Significant abilities in managing client needs
- Driving internal account management activities
- Managing action items to progress pipeline opportunities
- Managing competitive pursuit processes and writing proposals
- Driving relationship-building activities for assigned accounts
- Preparing account teams for client interactions and presentations
- Organizing account planning calls and strategy sessions
- Utilizing CRM system to manage and analyze sales activities
- Analyzing account financials for pipeline and revenue forecasting
Learn more about how we work: does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: PwC is an equal opportunity employer, all qualified applicants will receive consideration for employment at PwC without regard to race; color; religion; national origin; sex (including pregnancy, sexual orientation, and gender identity); age; disability; genetic information (including family medical history); veteran, marital, or citizenship status; or, any other status protected by law. 
For only those qualified applicants that are impacted by the Los Angeles County Fair Chance Ordinance for Employers, the Los Angeles' Fair Chance Initiative for Hiring Ordinance, the San Francisco Fair Chance Ordinance, San Diego County Fair Chance Ordinance, and the California Fair Chance Act, where applicable, arrest or conviction records will be considered for Employment in accordance with these laws. At PwC, we recognize that conviction records may have a direct, adverse, and negative relationship to responsibilities such as accessing sensitive company or customer information, handling proprietary assets, or collaborating closely with team members. We evaluate these factors thoughtfully to establish a secure and trusted workplace for all.
The salary range for this position is: $73,500 - $244,000, plus individuals may be eligible for an annual discretionary bonus. For roles that are based in Maryland, this is the listed salary range for this position. Actual compensation within the range will be dependent upon the individual's skills, experience, qualifications and location, and applicable employment laws. PwC offers a wide range of benefits, including medical, dental, vision, 401k, holiday pay, vacation, personal and family sick leave, and more. To view our benefits at a glance, please visit the following link:

**Specialty/Competency:** IFS - Clients & Markets
**Industry/Sector:** Not Applicable
**Time Type:** Full time
**Travel Requirements:** Up to 20%
At PwC, our people in brand management, marketing and sales focus on collaboration to develop and execute strategic sales and marketing initiatives. These individuals focus on driving revenue growth, promoting the Firm's services, enhancing brand visibility, and capturing new business opportunities. They utilise market research, digital marketing, creative campaigns, and effective sales strategies to engage clients, enhance the firm's brand and market presence, and achieve organisational targets.
Those in client and account management at PwC will focus on building and maintaining strong relationships with clients, confirming their needs are met, and providing exceptional service. Your work will involve understanding client goals, managing accounts, and utilising effective strategies to build trust and loyalty. Working in this area, you will play a crucial role in driving business growth and maintaining a positive reputation for the organisation.
Enhancing your leadership style, you motivate, develop and inspire others to deliver quality. You are responsible for coaching, leveraging team member's unique strengths, and managing performance to deliver on client expectations. With your growing knowledge of how business works, you play an important role in identifying opportunities that contribute to the success of our Firm. You are expected to lead with integrity and authenticity, articulating our purpose and values in a meaningful way. You embrace technology and innovation to enhance your delivery and encourage others to do the same.
Examples of the skills, knowledge, and experiences you need to lead and deliver value at this level include but are not limited to:
+ Analyse and identify the linkages and interactions between the component parts of an entire system.
+ Take ownership of projects, ensuring their successful planning, budgeting, execution, and completion.
+ Partner with team leadership to ensure collective ownership of quality, timelines, and deliverables.
+ Develop skills outside your comfort zone, and encourage others to do the same.
+ Effectively mentor others.
+ Use the review of work as an opportunity to deepen the expertise of team members.
+ Address conflicts or issues, engaging in difficult conversations with clients, team members and other stakeholders, escalating where appropriate.
+ Uphold and reinforce professional and technical standards (e.g. refer to specific PwC tax and audit guidance), the Firm's code of conduct, and independence requirements.
**The Opportunity**
As part of the Sales team you are responsible for driving internal account management efforts for sales-related activities on priority accounts. As a Manager you are expected to lead teams and manage client accounts, focusing on strategic planning and mentoring junior staff. You are accountable for project success and maintaining rigorous standards. Enhancing your leadership style, you motivate, develop and inspire others to deliver quality. You are responsible for coaching, leveraging team member's unique strengths, and managing performance to meet client expectations. With your growing knowledge of how business works, you play an important role in identifying opportunities that contribute to the success of our Firm. You are expected to lead with integrity and authenticity, articulating our purpose and core principles in a meaningful way. You embrace technology and innovation to enhance your delivery and encourage others to do the same. Additionally, you collaborate with an extended team of PwC partners, representing different service areas, as well as a Client Relationship Executive to drive business development and relationship-building efforts.
**Responsibilities**
- Drive internal account management for priority accounts
- Lead and manage client accounts with strategic planning
- Mentor and develop junior staff to enhance their skills
- Oversee project success and uphold rigorous standards
- Inspire and motivate teams to deliver quality work
- Leverage team strengths to meet client expectations
- Identify opportunities that contribute to the firm's success
- Embrace technology and innovation to improve delivery
**What You Must Have**
- High School Diploma
- 4 years of experience
**What Sets You Apart**
- Bachelor's Degree preferred
- Significant abilities in managing client needs
- Driving internal account management activities
- Managing action items to progress pipeline opportunities
- Managing competitive pursuit processes and writing proposals
- Driving relationship-building activities for assigned accounts
- Preparing account teams for client interactions and presentations
- Organizing account planning calls and strategy sessions
- Utilizing CRM system to manage and analyze sales activities
- Analyzing account financials for pipeline and revenue forecasting
Learn more about how we work: does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: PwC is an equal opportunity employer, all qualified applicants will receive consideration for employment at PwC without regard to race; color; religion; national origin; sex (including pregnancy, sexual orientation, and gender identity); age; disability; genetic information (including family medical history); veteran, marital, or citizenship status; or, any other status protected by law. 
For only those qualified applicants that are impacted by the Los Angeles County Fair Chance Ordinance for Employers, the Los Angeles' Fair Chance Initiative for Hiring Ordinance, the San Francisco Fair Chance Ordinance, San Diego County Fair Chance Ordinance, and the California Fair Chance Act, where applicable, arrest or conviction records will be considered for Employment in accordance with these laws. At PwC, we recognize that conviction records may have a direct, adverse, and negative relationship to responsibilities such as accessing sensitive company or customer information, handling proprietary assets, or collaborating closely with team members. We evaluate these factors thoughtfully to establish a secure and trusted workplace for all.
The salary range for this position is: $73,500 - $244,000, plus individuals may be eligible for an annual discretionary bonus. For roles that are based in Maryland, this is the listed salary range for this position. Actual compensation within the range will be dependent upon the individual's skills, experience, qualifications and location, and applicable employment laws. PwC offers a wide range of benefits, including medical, dental, vision, 401k, holiday pay, vacation, personal and family sick leave, and more. To view our benefits at a glance, please visit the following link:

Drive the growth of the Jefferson Wells clients you serve, while doing the same for your accounting career!
Build your career with Jefferson Wells, a ManpowerGroup company. Through regular, honest and meaningful career conversations, and other tools designed to guide self-discovery, we'll help you forge a career path that's right for you. All while:
+ **Working with our exceptional clients!** From financial giants to transformational start-ups, our team gets to help finance executives in some of the world's most impactful, innovative, and recognizable organizations in your territory.
+ **Getting the rewards you deserve. ** Our compensation includes a culture that recognizes and celebrates the contribution of our colleagues in meaningful ways that support their well-being and lifestyle, including:  
+ Competitive base salary plus uncapped commissions 
+ Comprehensive benefits include Medical, Dental, Life, Vision and Disability insurance
+ 401K with a Company match 
+ 20 days paid time off 
+ Gym membership discounts 
+ Pet insurance 
+ An annual paid tropical vacation for our top performers to recognize their contributions
+ **Being part of an inspiring culture** . We value and encourage the broad range of perspectives and capabilities our employee diversity brings to our organization and to our stakeholders. Fostering an inclusive culture is about more than just policies-it's about making sure that we create an environment where talent from all backgrounds can thrive and feel comfortable so they can advance their careers and our business.
+ Our six Business Resource Groups are just one way our employees can continue to build our culture of diversity, equity, inclusion, and belonging.
+ We are recognized consistently for our diversity - as a best place to work for Women, Inclusion, Equality and Disability and in 2022 ManpowerGroup was named one of the World's Most Ethical Companies for the thirteenth year - all confirming our position as the brand of choice for in-demand talent.
**How you'll make an impact as a Jefferson Wells Business Development Manager**
+ **Put People to Work!**
+ *** Putting people to work is our organization's purpose, and your role is front and center. Use your network and our tools to identify and connect with potential new clients in your territory who are looking for solutions to solve their talent and Finance challenges; you will learn about their needs and then share how Jefferson Wells and ManpowerGroup can help them overcome those challenges as well as other ways we can support their talent strategy.
+ Service our existing clients by providing them with solutions for new challenges that arise, then dive deeper and consult with them on their talent needs and share how they can leverage Jefferson Wells and ManpowerGroup to solve them.
+ Hit your performance targets by being goal-oriented, by taking initiative, and by remaining agile in this fast-paced industry.
+ **Develop Relationships!**
+ Authentically connect and consult with clients and potential clients in your market to drive their loyalty.
+ Leverage your financial expertise in finance/accounting, risk, and tax, as well as our industry leading thought leadership and other materials, to help you become your clients' talent partner and the person they call on when they think of Financial talent.
+ Partner with our Practice Directors, fulfillment teams, and other experts in your territory to sell as a team.
+ **Build your Career with Purpose!**
+ We know your continued development fuels our future success. We'll help you grow into an expert in the fast-paced and in-demand world of Finance. After all, unlocking talent is what we do. With training, coaching, and mentoring opportunities, we empower our employees with the tools they need to reach their professional goals.
**What you'll bring with you (aka candidate requirements)**
+ Experience: 3 years of experience in Accounting, Audit, Public Accounting, Industry accounting, and/or auditing experience
+ Knowledge: Strong business acumen in the finance/accounting, risk, and tax areas.
+ Education: Bachelor's degree, preferably in Business, Accounting/Finance/Economics, or related field
We also look for individuals with these capabilities:
+ Networks to Attract New Business
+ Qualifies Prospects
+ Maximizes Results by Prioritizing Client Satisfaction
+ Penetrates Existing Accounts
+ Educates Clients
+ Collaborates to Achieve Results
+ Demonstrates Perseverance
+ Is Opportunistic
+ Has High Learnability
The salary range for this role is $67,500 to $112,500.
**Apply Now** to begin YOUR Career with Purpose at Jefferson Wells! What to expect in the hiring process:
+ After applying, you'll hear back from us shortly.
+ Selected candidates will speak with our Talent Acquisition Team and others from the business as well as take a brief assessment. We'll then inform you if you've been selected! (oh, and that assessment? The results are shared with you after your start date to begin fueling your development from the start!)
**ManpowerGroup®** (NYSE: MAN), the leading global workforce solutions company, helps organizations transform in a fast-changing world of work by sourcing, assessing, developing and managing the talent that enables them to win. We develop innovative solutions for hundreds of thousands of organizations every year, providing them with skilled talent while finding meaningful, sustainable employment for millions of people across a wide range of industries and skills. Our expert family of brands - Manpower, Experis and Talent Solutions - creates substantially more value for candidates and clients across more than 75 countries and territories and has done so for over 70 years. We are recognized consistently for our diversity - as a best place to work for Women, Inclusion, Equality and Disability and in 2022 ManpowerGroup was named one of the World's Most Ethical Companies for the 13th year - all confirming our position as the brand of choice for in-demand talent. For more information, visit is proud to be an equal opportunity affirmative action workplace. We celebrate diversity and are committed to providing an inclusive environment for all employees. Qualified applicants will receive consideration for employment without regard to race, religion, creed, color, national origin, citizenship, marital status, pregnancy (including childbirth, lactation and related medical conditions), age, gender, gender identity or expression, sexual orientation, protected veteran status, political ideology, ancestry, the presence of any physical, sensory, or mental disabilities, or other legally protected status.
A strong commitment is made by each employee and is necessary to ensure equal employment opportunity for all. ManpowerGroup is an inclusive workplace that will recruit, hire, train, and promote persons of all job titles, and ensure all other personnel actions are administered without regard to non-merit-based characteristics of individuals.
Reasonable accommodation during the interview process can be provided. Contact for assistance.
**Job:** _Sales/Retail/Business Development_
**Organization:** _ManpowerGroup_
**Title:** _Director - Client Strategy and Business Development_
**Location:** _United States_
**Requisition ID:** _ _

Company Description

Spark Foundry is a global media agency that exists to bring HEAT - Higher Engagement, Affinity, and Transactions - to brands. By combining flawless media fundamentals with aggressive innovation, Spark inspires consumers to pay more attention, to care more about our clients' brands, and to buy more products and services from them.

Balancing the nimble spirit of a startup with the powerhouse soul of Publicis Media, Spark Foundry delivers the best of both worlds to a client roster that spans some of the world's best and most beloved brands and companies. We combine boutique-caliber insights and service with the buying clout and first-look access of a global leader, bringing the heat to challenger brands that want to act like giants, and to giant brands that want to act like challengers.

With a bottom-up culture that celebrates diversity and aims for all voices to be heard, Spark has become a magnet for the industry's best talent, with one of the best retention rates in the industry. And by applying a whole-person approach to professional and personal development, Spark develops a workforce that is well prepared for today's challenges, and also poised to create meaningful careers in the years to come.

Because we know that heat arises the intersection of complementary forces, our professionals come from myriad disciplines and backgrounds: data, analytics, and insights, content and creative production, communications and strategy, finance and marketing, and sociology, psychology, and other liberal arts disciplines.

Overview

The Senior Analyst, Data Architecture role with Spark Foundry is an excellent opportunity for someone looking to further advance their skillset in the field of data-driven Digital Marketing. This will be a data-focused role that involves working with clients on data strategy, data onboarding, and data insights. You'll also work internally with operations, analysts and client teams. The Senior Analyst is responsible for discussing data strategies and data platform implementations with clients, leading data targeting and optimization strategies across assigned accounts, and working internally with the activation teams to make sure the data strategies are implemented properly.

This is a client-facing role and you will be expected to communicate technical concepts to your assigned client(s) and to ensure account success and customer satisfaction. You will also be expected to learn the capabilities of multiple DSP, CDP, and Identify Resolution platforms, attend training sessions with numerous vendors, and internally communicate to their strengths and weaknesses.

Responsibilities

• Manage data strategy for advertising clients, communicating strategies/recommendations to clients using a consultative approach
• Work with data and adtech partners and manage day-to-day onboarding of client data
• Leverage data to assess, diagnose, and prescribe campaign optimizations to exceed client expectations
• Extract insights from data and effectively communicate to clients in relation to their goals and objectives; share results from audience analytics reports with clients when available
• Actively attend training sessions with various vendors and inquire about data and platform capabilities
• Develop and present Audience and Data 101 presentations to clients
• Assist in the development of client-facing materials, including data presentations and audience performance reports
• Develop a strong overall understanding of the client's business objective and demonstrate through campaign results how data targeting can help them achieve their business goals
• Participate in team meetings and knowledge sessions to share new strategies for targeting campaigns and to provide feedback on platform and data performance

Qualifications

• The ideal candidate will have at least 2 years of prior digital advertising experience in a client services capacity with hands-on knowledge of the DSP/CDP/Identity Resolution landscape, as well as a passion for data-driven advertising and insights.
• Experience managing Online Display, Video and Mobile campaigns, as well as knowledge of Ad Tech platforms
• Understanding and experience with DSPs, CDPs, 3rd Party data, pixels and Ad Servers
• Familiarity with customer acquisition goals and optimizing to CPA, CTR, Completion Rate, etc.
• Strong analytical skills, technical know-how, and strategic thinking
• Excellent interpersonal, verbal, and written communications skills
• Strong attention to detail and the ability to follow projects through to completion
• Ability to communicate technical concepts to a non-technical audience
• Proficiency in Microsoft Office solutions
• Highly organized with attention to detail

Additional Information

This is a hybrid role, requiring three days in-office each week. If you are contacted for an interview, your recruiter will discuss specifics with you, inclusive of any necessary reasonable accommodations.

If you require accommodation or assistance with the application or onboarding process specifically, please contact

All your information will be kept confidential according to EEO guidelines.

Compensation Range: $72,390 - $109,480 annually. This is the pay range the Company believes it will pay for this position at the time of this posting. Consistent with applicable law, compensation will be determined based on the skills, qualifications, and experience of the applicant along with the requirements of the position, and the Company reserves the right to modify this pay range at any time. Temporary roles may be eligible to participate in our freelancer/temporary employee medical plan through a third-party benefits administration system once certain criteria have been met. Temporary roles may also qualify for participation in our 401(k) plan after eligibility criteria have been met. For regular roles, the Company will offer medical coverage, dental, vision, disability, 401k, and paid time off. The Company anticipates the application deadline for this job posting will be 02/17/2025.

The Client Skills Training Team is dedicated to designing, developing, and delivering consistent skills and knowledge-based global training programs for teams and individuals across Asset Management. We are part of a the broader Global Product Strategy, Development & Client Skills Training organization, ideal for someone looking for deep insight and connection to the entire Asset Management business, including interactions with senior stakeholders.

Job summary:

As the Asset Management Client Skills Strategy and Training Associate, you will be responsible for developing, designing, and delivering a suite of training programs, along with contributing to the prioritization and delivery of strategic business initiatives. You will have a passion for helping the Client Skills Training team achieve its broader priorities, with a focus on upskilling professionals to best serve our clients. The Asset Management Client Skills team covers nearly all areas of Asset Management, with a focus on Client Advisors, Investment Specialists, and Client Service teams.

Job responsibilities:

• Manage project plans and timelines, coordinate logistics, and measure the success of training initiatives to drive the implementation of our Asset Management Training Strategy
• Support strategic initiatives and key priorities - providing insights for continuous improvement
• Build strong partnerships with key stakeholders to drive our training strategy
• Participate in collaborative initiatives with regional and global team members and managers, looking for ways to continually simplify, improve, and add value to existing business practices
• Communicate effectively with key business partners regionally and globally to understand initiatives and drive next steps, always aiming to build scalable, consistent processes
• Collaborate with business stakeholders and subject matter experts to design engaging training content, assessments, and workshops. Ensure content builds on foundational programs and bridges to advanced learning
• Coordinate agendas, presentations, and follow-ups for internal forums (i.e. management meetings)

Required qualifications, capabilities and skills:

• Passion for innovation, productivity, process improvement and helping others grow
• Strong project management skills with attention to detail and the ability to execute multiple project simultaneously
• Ability to synthesize information to formulate a "story" for Senior Management
• Strong work ethic, self-starter with a creative 'can-do' attitude
• Excellent interpersonal and communication skills, coupled with strong quantitative and analytical problem-solving abilities
• High-level proficiency in MS-Office products (PowerPoint, Excel, Word); experience with video and virtual meeting technology. Not required but prefer experience with Tableau & LLMs

Preferred qualifications, capabilities and skills:

• B.A. degree in related field

JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.

We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.

We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.

JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans

Base Pay/Salary
New York,NY $85,500.00 - $125,000.00 / year

At J.P. Morgan Wealth Management, our Financial Advisors serve as trusted partners to clients every single day-guiding families through life's milestones, safeguarding legacies, and unlocking opportunities for long-term growth. Their deep expertise and unwavering commitment translate complex markets into clear, actionable advice that empowers our clients to pursue their most important financial goals with confidence.
Pricing is the cornerstone that connects the value of that advice to sustainable business results. When we get pricing right-balancing competitiveness, transparency, and profitability-we incentivize the behaviors that drive exceptional client outcomes, reinforce advisor best practices, and fuel the growth of our US Wealth Management franchise. As stewards of the end-to-end pricing experience, we ensure every fee and concession framework aligns with our strategic priorities and reflects the trust clients place in our brand.
As a Vice President on the **Field Performance, Pricing, and Incentives Team** , you will play a pivotal role in shaping and executing our client pricing strategy. This highly visible position offers broad exposure to senior stakeholders and cross-functional partners-spanning Finance, Technology, Risk, Compliance, and our Advisor field force-while leading strategic initiatives that directly influence the largest revenue line in US Wealth Management. You will design innovative pricing programs, build the tools and analytics that drive decision-making, and champion change across the firm, making a tangible impact on both advisor performance and client satisfaction.
**Job Responsibilities**
+ Drive the strategic design and development of the end to end advisor and client pricing and fee experience in partnership with business leaders and key partners. Ownership of specific workstreams may include but is not limited to:
+ Develop presentations and executive materials for business executives and field leadership
+ Develop materials for national calls to educate advisors on strategic changes
+ Develop operating model and associated curriculum to educate advisors and field leaders on pricing; Build out new and enhance existing reporting and associated coaching model for field leaders
+ Build and define product / tech experience for where advisors set concessions, track enhancements based on strategic direction and feedback from the field
+ Measure and analyze our pricing program efficacy running reporting in partnership with Finance, Technology, Data & Analytics to show impact of policies and practice management
+ Review manual processes within pricing ecosystem and define process improvements, operating model, and requirements
+ Ownership over client documentation requirements related to client fee transparency, balancing clear client-friendly language with regulatory responsibilities
+ Monitor industry trends and perform competitor/industry research, sharing insightful reports and analyses with the broader team
+ Lead the end-to-end development and implementation of new Advisor programs and initiatives, collaborating with business partners and senior leadership to solve strategic problems. Specific work and projects may include:
+ Define processes, create policies, design enabling technology, oversee deployment of new products, develop communications, and provide tailored support to Advisors and field leadership
+ Define migration and cutover strategy for new tech initiatives
+ Support the launch of new technology and platforms to enable effective management and reporting of Advisor performance
+ Partner effectively with Product, Tech, Data & Analytics, Finance, Practice Management, Communication, Solutions & Advice, Legal, Risk, Compliance, Controls, Supervision, and HR in order to drive delivery of strategic solutions
**Required Qualifications, Capabilities, and Skills:**
+ Bachelor's Degree
+ Minimum of 6 years in financial services industry, with a background in Finance or Management Consulting
+ Strong sense of responsibility and demonstrated history of end-to-end ownership
+ An outstanding ability to synthesize information, analyze problems and apply quantitative approaches to complex business processes
+ Strong interpersonal, influencing, and relationship-building skills; works well in cross-functional teams
+ Excellent presentation and facilitation skills
+ Able to balance multiple priorities in a fast-paced environment; has a strong attention to detail and exercises a control-oriented mindset
+ Demonstrates intellectual curiosity and honesty - seeks out the truth and ground decisions in facts
+ Excellent and efficient skills using MS Excel and PowerPoint tools (absolutely required)
+ Strong oral and written communication; capable of brevity and experience tailoring messages to all audiences; ability to build a simple and compelling narrative on complex topics
+ Good judgment and discretion working with highly confidential information
**Preferred qualifications, capabilities, and skills:**
+ Strong understanding of Wealth Management products and services, as well as fundamental business drivers
Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
Equal Opportunity Employer/Disability/Veterans
**Base Pay/Salary**
New York,NY $119,700.00 - $191,100.00 / year

At J.P. Morgan Wealth Management, our Financial Advisors serve as trusted partners to clients every single day-guiding families through life's milestones, safeguarding legacies, and unlocking opportunities for long-term growth. Their deep expertise and unwavering commitment translate complex markets into clear, actionable advice that empowers our clients to pursue their most important financial goals with confidence.

Pricing is the cornerstone that connects the value of that advice to sustainable business results. When we get pricing right-balancing competitiveness, transparency, and profitability-we incentivize the behaviors that drive exceptional client outcomes, reinforce advisor best practices, and fuel the growth of our US Wealth Management franchise. As stewards of the end-to-end pricing experience, we ensure every fee and concession framework aligns with our strategic priorities and reflects the trust clients place in our brand.

As a Vice President on the Field Performance, Pricing, and Incentives Team , you will play a pivotal role in shaping and executing our client pricing strategy. This highly visible position offers broad exposure to senior stakeholders and cross-functional partners-spanning Finance, Technology, Risk, Compliance, and our Advisor field force-while leading strategic initiatives that directly influence the largest revenue line in US Wealth Management. You will design innovative pricing programs, build the tools and analytics that drive decision-making, and champion change across the firm, making a tangible impact on both advisor performance and client satisfaction.

Job Responsibilities

• Drive the strategic design and development of the end to end advisor and client pricing and fee experience in partnership with business leaders and key partners. Ownership of specific workstreams may include but is not limited to:
• Develop presentations and executive materials for business executives and field leadership
• Develop materials for national calls to educate advisors on strategic changes
• Develop operating model and associated curriculum to educate advisors and field leaders on pricing; Build out new and enhance existing reporting and associated coaching model for field leaders
• Build and define product / tech experience for where advisors set concessions, track enhancements based on strategic direction and feedback from the field
• Measure and analyze our pricing program efficacy running reporting in partnership with Finance, Technology, Data & Analytics to show impact of policies and practice management
• Review manual processes within pricing ecosystem and define process improvements, operating model, and requirements
• Ownership over client documentation requirements related to client fee transparency, balancing clear client-friendly language with regulatory responsibilities
• Monitor industry trends and perform competitor/industry research, sharing insightful reports and analyses with the broader team
• Lead the end-to-end development and implementation of new Advisor programs and initiatives, collaborating with business partners and senior leadership to solve strategic problems. Specific work and projects may include:
• Define processes, create policies, design enabling technology, oversee deployment of new products, develop communications, and provide tailored support to Advisors and field leadership
• Define migration and cutover strategy for new tech initiatives
• Support the launch of new technology and platforms to enable effective management and reporting of Advisor performance

• Partner effectively with Product, Tech, Data & Analytics, Finance, Practice Management, Communication, Solutions & Advice, Legal, Risk, Compliance, Controls, Supervision, and HR in order to drive delivery of strategic solutions

Required Qualifications, Capabilities, and Skills:

• Bachelor's Degree
• Minimum of 6 years in financial services industry, with a background in Finance or Management Consulting
• Strong sense of responsibility and demonstrated history of end-to-end ownership
• An outstanding ability to synthesize information, analyze problems and apply quantitative approaches to complex business processes
• Strong interpersonal, influencing, and relationship-building skills; works well in cross-functional teams
• Excellent presentation and facilitation skills
• Able to balance multiple priorities in a fast-paced environment; has a strong attention to detail and exercises a control-oriented mindset
• Demonstrates intellectual curiosity and honesty - seeks out the truth and ground decisions in facts
• Excellent and efficient skills using MS Excel and PowerPoint tools (absolutely required)
• Strong oral and written communication; capable of brevity and experience tailoring messages to all audiences; ability to build a simple and compelling narrative on complex topics
• Good judgment and discretion working with highly confidential information

Preferred qualifications, capabilities, and skills:

• Strong understanding of Wealth Management products and services, as well as fundamental business drivers

Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.

We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.

We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.

Equal Opportunity Employer/Disability/Veterans

Base Pay/Salary
New York,NY $119,700.00 - $191,100.00 / year

You are a strategic and analytical thinker, capable of analyzing trends, aligning client needs, and support the smooth release, adoption of and continued engagement with our products. Leverage your analytic skillset to unlock the future of product innovation and help shape how clients experience our offerings

As the Client Experience Strategist within the Merchant Services team, you will work closely with Product, Sales, and Operations teams to evaluate customer feedback, pinpoint areas for enhancement, and create actionable insights.

Job responsibilities

• Conducts comprehensive analysis on customer feedback to evaluate trends, and client behavior
• Understand user behavior, pain points & competitive user experience gaps in our client offerings.
• Own the ongoing optimization and iteration of our small business merchant experience from onboarding to ongoing management; Identify UX friction in our end-to-end workflows including client onboarding, internal reporting, and drive improvements to our products
• Create success metrics and roles and responsibilities for execution
• Collaborate with partners to define customer experience strategic improvements, implement strategy and measure impact by planning coordinating with the appropriate teams, such as product, servicing, operations and risk.
• Analyze customer experience trends to identify areas for improvement and develop actionable insights.
• Organize and host forums to share insights with stakeholders and gather feedback.
• Develop modern and easy-to-follow CSAT and NPS decks to present insights and recommendations.
• Collaborate with the support team to ensure content is relevant, up-to-date, and effectively addresses customer needs.
• Guide and direct the creation of helpful tips and videos to enhance our support content and influence customer satisfaction.

Required qualifications, capabilities, and skills

• 5+ years of experience or equivalent expertise in Marketing, Customer Experience, Product, or Project Management
• Strong understanding of risk management and controls, regional and local nuances, and governance requirements
• Proven ability to comprehend and interpret market regulatory requirements to confirm and secure required market approvals and operational requirements
• Proficiency in Microsoft Word, Excel, and PowerPoint
• Strong communication skills and ability to explain product related customer feedback to stakeholders
• Proven experience in customer experience, project management, or a related field.
• Strong analytical skills with the ability to interpret data and trends.
• Excellent communication and presentation skills.
• Experience in guiding the creation of engaging content, including videos and written materials.
• Ability to work collaboratively with cross-functional teams.
• Proficiency in tools and software for creating presentations and videos. Strong organizational skills and attention to detail.

Preferred qualifications, capabilities, and skills

• Experience driving change with stakeholders using client feedback
• Experience with customer satisfaction metrics such as Customer Satisfaction (CSAT) and Net Promoter Score (NPS).
• Familiarity with customer support platforms and content management systems.
• Experience managing Customer Experience within Merchant Services.

JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.

We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.

We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.

JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans